Can I include geographic residency requirements in a testamentary trust?
Testamentary trusts, created through a will and taking effect after death, offer a remarkable degree of control over the distribution …
San Diego County
Can I include environmentally focused provisions in the trust?
The question of integrating environmental concerns into estate planning, specifically within the framework of a trust, is gaining increasing prominence. …
Can I include directions for successor trustees?
Estate planning, while focused on the distribution of assets after one’s passing, crucially involves preparing those who will manage that …
Can I include cost-of-living adjustments in annual disbursements?
The question of incorporating cost-of-living adjustments (COLAs) into annual trust disbursements is a remarkably common one for beneficiaries and trustees …
Can I include clauses to match employment income?
The question of incorporating clauses to adjust for employment income within a trust is a frequent one for estate planning …
Can I include charitable donations in my trust?
The question of incorporating charitable donations into a trust is a common one for estate planning, and the answer is …
Can I include backup charities in case named ones dissolve?
Estate planning, while focused on distributing assets to loved ones, often extends to philanthropic desires. Many individuals wish to leave …